+9.7%
AVTR vs IBB
+115.2%
-105.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | +0.1% | +0.5% |
| 7D | +1.9% | +2.7% | -0.8% | -0.5% |
| 30D | +1.5% | +6.3% | -4.8% | -4.1% |
| 3M | +17.1% | +11.1% | +6.0% | +5.9% |
| 6M | +91.5% | +29.2% | +62.2% | +51.0% |
| YTD | +38.8% | +30.2% | +8.6% | +8.4% |
| 1Y | +37.7% | +39.5% | -1.7% | +0.9% |
| 3Y | -13.5% | +92.3% | -105.8% | -52.0% |
| 5Y | -59.3% | +43.0% | -102.3% | -70.9% |
| All | +9.7% | +115.2% | -105.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling